Step 1: Identify The Issues In Dispute

• Coverage
• Personality Related
• Liability
• Evidence
• Damages
• Credibility

Step 2: What's At Stake?

What are the Insurer's Interests?
What are the Claimant's Interests?
What are the Plaintiff Attorney's Interests?
What are the Insured's Interests?
Are there any Critical or Key Controlling Interests?
What does each Party See as their Best Option?
What are the Realities vs. the Perceptions?

Step 3: Critical Information Analysis

What Information do We Need to Evaluate our exposure?
What Information do We Need to affect the Outcome?
What Information do They Need?
What Will it Cost to Get That Information?
Does "What's at Stake" Justify Getting the Information?

Step 4: Possible ADR Outcomes

Given the Issues, Stakes, Critical Information, etc.:
What are the Pros and Cons of each Process?
Are we Ready to Present?
Select our Preferred ADR Process.
Look to See if We Need an ADR "Plan B."

Step 5: Potential Proposals

What are the Proposals which Could be Made?
What Proposals Appear to be in Our Best Interest?
What Proposals do We think They will Consider?
What is Our Preferred Proposal?
What Objections can we Expect?

Step 6: Implement The Plan

Prepare our "Proposal" Conversation, Including:

• The Issues In Dispute - Get Confirmation!
• The Other Options We Considered and Dismissed
• The Mutual Benefits of Our Proposal
• Make our Proposal
• Handle Questions and Objections - Negotiate
• Get an Agreement on What will be Done